CSO Middle East Team Zurich

Job description

Tasks

• Support the CRO (Client Relationship Officer) in daily business activities;
• Active customer contact, verbal and written;
• Providing first class service to customers (regular and prompt contact with customers by phone/email);
• Execution of customer account openings, closings and updates (Internet research, provision of documents);
• Preparation and follow-up of customer visits (account documentation, checking documents, account statements, etc.);
• Execution and control of client instructions (stock exchange transactions, payments, foreign exchange transactions, options, SWAPs, NDFs, etc.);
• Various administrative and organizational tasks (customer checks, missing/pending documents, delivery of hold mail, etc.);
• Preparation of marketing material (presentations/pitchbooks/proposals/portfolio reviews);
• Promotion of paperless accounts and e-banking use;
• Compliance with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, absence management).

Requirements

• Commercial training in a bank or similar banking-related training, higher financial education completed or in progress;
• At least 3 to 5 years of experience in a bank;
• Good understanding of financial instruments (shares, bonds, structured products, derivatives);
• Good knowledge of compliance/AML topics;
• Good knowledge of Windows Office (Excel, PowerPoint, Outlook etc.);
• Ability to handle pressure and cope with a heavy workload;
• Precise and detail-oriented;
• Team player with a solution-oriented attitude and a pragmatic approach;
• Fluent in spoken and written English. German a plus.